SVWAG
Sound View Wealth Advisors Group’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
3,732
+101
| +3% | +$16.2K | 0.04% | 248 |
|
|
2025
Q1 | $603K | Sell |
3,631
-1,328
| -27% | -$221K | 0.05% | 233 |
|
|
2024
Q4 | $854K | Sell |
4,959
-51
| -1% | -$8.78K | 0.07% | 199 |
|
|
2024
Q3 | $847K | Buy |
5,010
+132
| +3% | +$22.3K | 0.07% | 200 |
|
|
2024
Q2 | $740K | Sell |
4,878
-49
| -1% | -$7.44K | 0.08% | 190 |
|
|
2024
Q1 | $771K | Sell |
4,927
-636
| -11% | -$99.5K | 0.08% | 189 |
|
|
2023
Q4 | $794K | Buy |
5,563
+83
| +2% | +$11.8K | 0.09% | 188 |
|
|
2023
Q3 | $592K | Buy |
5,480
+235
| +4% | +$25.4K | 0.07% | 200 |
|
|
2023
Q2 | $606K | Buy |
5,245
+273
| +5% | +$31.5K | 0.08% | 196 |
|
|
2023
Q1 | $557K | Sell |
4,972
-591
| -11% | -$66.2K | 0.08% | 204 |
|
|
2022
Q4 | $794K | Buy |
5,563
+1,457
| +35% | +$208K | 0.09% | 188 |
|
|
2022
Q3 | $369K | Buy |
4,106
+83
| +2% | +$7.46K | 0.08% | 190 |
|
|
2022
Q2 | $382K | Buy |
4,023
+448
| +13% | +$42.5K | 0.08% | 190 |
|
|
2022
Q1 | $470K | Sell |
3,575
-547
| -13% | -$71.9K | 0.09% | 182 |
|
|
2021
Q4 | $659K | Buy |
4,122
+4
| +0.1% | +$639 | 0.12% | 151 |
|
|
2021
Q3 | $535K | Sell |
4,118
-31
| -0.7% | -$4.03K | 0.11% | 158 |
|
|
2021
Q2 | $541K | Sell |
4,149
-189
| -4% | -$24.6K | 0.11% | 162 |
|
|
2021
Q1 | $494K | Buy |
4,338
+36
| +0.8% | +$4.1K | 0.12% | 161 |
|
|
2020
Q4 | $367K | Sell |
4,302
-2,393
| -36% | -$204K | 0.09% | 178 |
|
|
2020
Q3 | $433K | Buy |
6,695
+3
| +0% | +$194 | 0.11% | 158 |
|
|
2020
Q2 | $458K | Sell |
6,692
-746
| -10% | -$51.1K | 0.13% | 140 |
|
|
2020
Q1 | $408K | Buy |
7,438
+842
| +13% | +$46.2K | 0.14% | 134 |
|
|
2019
Q4 | $983K | Buy |
6,596
+942
| +17% | +$140K | 0.28% | 94 |
|
|
2019
Q3 | $880K | Buy |
5,654
+2,086
| +58% | +$325K | 0.26% | 98 |
|
|
2019
Q2 | $570K | Buy |
+3,568
| New | +$570K | 0.17% | 130 |
|